Seth Klarman and When to Ignore Growth in Digital (Asia Tech Strategy – Daily Lesson / Update)

I’ve covered three topics that relate to digital valuation: DCF Discount rates Growth, ROIC / RONIC and value However, I have made one big assumption in all of these. That is the primary goal of the business (and focus of valuation) is profitable growth (i.e., growth that creates economic value). So much of the investment […]
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